J.P. Morgan Private Bank
Provide support to Bankers in all facets.
The Banker is the face of JPMorgan’s Private Banking business.
The Banker Associate assists Bankers in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.
The Banker Associate’s primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution
This role provides leverage to the Banker on daily client priorities
Ability to support Bankers during the sales process and ongoing client management.
Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs
Supports Banker on client hierarchy and pipeline management
Develops understanding and assists Banker in the sale of
investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts,
portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
Coachable professional with good “business sense” and an energetic/dynamic personality
Ability to work both independently and as a team player
Excellent communication skills, both written and oral
Strong analytical and quantitative skills
Ability to multi-task and manage priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Exceptional problem-solving skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models,
/CHART (as appropriate)
Bachelors degree required
Series 7 & 63 required for position
US-CT-Greenwich-Greenwich Building / 50377
Asset & Wealth Management
JPMorgan Chase - 5 months ago
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